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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).

Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.

11,375 advisers found

Compare advisers as cards or a sortable table with reputation links.

Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

FeesReputationProfile
EVERETT HARRIS & CO

CRD 106830

Los Angeles, CA

Corporate platform

Corporation

$11.53B13 advisorsPercentage of AUM; Fixed feesView
LONGVIEW PARTNERS (GUERNSEY) LIMITED

CRD 143875

St.. Peter Port

Corporate platform

Corporation

$11.51B7 employeesPercentage of AUM; Performance-based feesView
PARVUS ASSET MANAGEMENT JERSEY LIMITED

CRD 174027

Corporate platform

Other (specify)

$11.47B1 advisorsPercentage of AUM; Performance-based feesView
LASALLE INVESTMENT MANAGEMENT

CRD 109307

Chicago, IL

Corporate platform

Corporation

$11.46B73 advisorsPercentage of AUM · Fixed fees +2 moreView
GUINNESS GLOBAL INVESTORS

CRD 140891

London

Corporate platform

Corporation

$11.43B35 advisorsPercentage of AUM; Performance-based feesView
QRG CAPITAL MANAGEMENT, INC.

CRD 305277

Chicago, IL

Corporate platform

Corporation

$11.41B12 advisorsPercentage of AUMView
FIDUCIARY MANAGEMENT, INC.

CRD 109149

Milwaukee, WI

Corporate platform

Corporation

$11.36B17 advisorsPercentage of AUMView
PT ASSET MANAGEMENT, LLC

CRD 107619

Chicago, IL

Corporate platform

LLC

$11.35B16 advisorsPercentage of AUMView
BRIDGES INVESTMENT MANAGEMENT INC

CRD 108028

Omaha, NE

Corporate platform

Corporation

$11.31B30 advisorsPercentage of AUM · Hourly charges +2 moreView
ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.

CRD 150522

New York, NY

Corporate platform

LP

$11.30B62 advisorsPercentage of AUM; Performance-based feesView
ORCHARD GLOBAL ASSET MANAGEMENT LLP

CRD 287599

London

Corporate platform

LLP

$11.28B20 advisorsPercentage of AUM · Performance-based fees +1 moreView
VALUEACT CAPITAL MANAGEMENT, L.P.

CRD 154249

San Francisco, CA

Corporate platform

LP

$11.28B12 advisorsPercentage of AUM; Performance-based feesView
CAMDEN ASSET MANAGEMENT

CRD 106772

Los Angeles, CA

Corporate platform

LP

$11.17B5 advisorsPercentage of AUM; Performance-based feesView
GOLDEN GATE CAPITAL

CRD 157379

San Francisco, CA

Corporate platform

Corporation

$11.16B50 advisorsPercentage of AUM; INCENTIVE ALLOCATIONView
H.A.M.L

CRD 289310

Brisbane, Qld

Corporate platform

Corporation

$11.14B18 advisorsPercentage of AUM; Performance-based feesView
FERMAT CAPITAL MANAGEMENT, LLC

CRD 134099

Westport, CT

Corporate platform

LLC

$11.14B15 advisorsPercentage of AUM; Performance-based feesView
ADHESION WEALTH ADVISOR SOLUTIONS

CRD 143593

Charlotte, NC

Corporate platform

Corporation

$11.05B15 advisorsPercentage of AUM; Fixed feesView
UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD

CRD 113463

London (England)

Corporate platform

Corporation

$11.05B0 total employeesPercentage of AUM; Performance-based feesView
NICOLA WEALTH MANAGEMENT LTD.

CRD 173201

Vancouver, CA

Corporate platform

Corporation

$11.04B217 advisorsPercentage of AUM · Fixed fees +1 moreView
NEUBERGER BERMAN ASIA LIMITED

CRD 154286

Hong Kong

Corporate platform

Corporation

$11.01B19 advisorsPercentage of AUM; Performance-based feesView
SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED

CRD 306616

Chiyoda-Ku, Tokyo

Corporate platform

Corporation

$11.01B17 advisorsPercentage of AUM; Performance-based feesView
REDWOOD CAPITAL MANAGEMENT, LLC

CRD 158243

New York, NY

Corporate platform

LLC

$10.96B16 advisorsPercentage of AUM; Performance-based feesView
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY

CRD 126896

Singapore

Corporate platform

Corporation

$10.94B26 advisorsPercentage of AUM · Fixed fees +1 moreView
FIFTH THIRD SECURITIES, INC.

CRD 628

Cincinnati, OH

Corporate platform

Corporation

$10.92B848 advisorsPercentage of AUMView
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